Stratos Investment Management’s Xcel Energy XEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $774K | Buy |
11,369
+543
| +5% | +$37K | 0.04% | 204 |
|
|
2025
Q1 | $766K | Buy |
10,826
+3,466
| +47% | +$245K | 0.04% | 177 |
|
|
2024
Q4 | $497K | Sell |
7,360
-942
| -11% | -$63.6K | 0.03% | 177 |
|
|
2024
Q3 | $542K | Buy |
8,302
+1,042
| +14% | +$68K | 0.04% | 151 |
|
|
2024
Q2 | $388K | Buy |
7,260
+882
| +14% | +$47.1K | 0.03% | 160 |
|
|
2024
Q1 | $343K | Buy |
6,378
+256
| +4% | +$13.8K | 0.03% | 155 |
|
|
2023
Q4 | $379K | Sell |
6,122
-345
| -5% | -$21.4K | 0.04% | 136 |
|
|
2023
Q3 | $370K | Buy |
6,467
+612
| +10% | +$35K | 0.06% | 125 |
|
|
2023
Q2 | $364K | Buy |
5,855
+1,016
| +21% | +$63.2K | 0.06% | 129 |
|
|
2023
Q1 | $326K | Buy |
+4,839
| New | +$326K | 0.05% | 133 |
|